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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,989 | $60,165-10.3% | $74,184-27.2% | $55,167-2.1% |
| Participation rate | 98.1% | 74.2%+23.9pp | 76.6%+21.4pp | 69.0%+29.1pp |
| Annual return | 2.35% | 10.00%-7.6pp | 17.74%-15.4pp | 169.23%-166.9pp |
| Employer contribution / active EE | $3,107 | $1,600+94.2% | $2,370+31.1% | $1,963+58.3% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |